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Click here or scroll down to respond to this candidateCandidate's Name
New Brunswick, NJ Street Address
PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLESummary: Experienced business banker with proven track record of generating revenue. Bi-lingual speaker with strong communication and interpersonal skills. Certified Notary, NMLS, SAFE registered, Loan Originator.Wells Fargo 2022- CurrentSmall Business Banker Create and maintain relationships with key partners such as Merchant, Treasury, and Business Banking to increase small business opportunities. Leverages knowledge of the business life cycle to advise small business owners on solutions, services, and digital capabilities to determine their needs based on their short and long-term business goals. Provide leadership and guidance in managing risk including policies, procedures and controls in order to ensure compliance with applicable laws and regulations. Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $100K - $ 1 MM in assigned territory.Generated 3 MM in new business revenue for the year ending 2023.Sales ForcePnc Bank 2021 2022Relationship Banker Acquired and expanded share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales revenue. Achieved business results through leadership of and productive collaboration with a wide range of ecosystem partners. Lead generation and appointments conducted inside and outside of branch. Delivered a differentiated client experience from acquisition through onboarding and servicing. Worked across a broad range of ecosystem partners, including PNCI, PNC Private Bank, Business Banking and Mortgage. Managed monthly/quarterly operations and compliance for the branch. Participated in community outreach events to build relationships within the region in order to demonstrate value to prospective customers.TD BankFinancial Service Representative/ Customer Service Representative 2018- 2020 Conducted needs-based conversations and offered financial solutions to meet customer needs. Managed risk and loss by conducting dual-control processes. Maintained product knowledge and exceeded sales goals. Ensured all security and audit procedures were followed to minimize any risks.Click, Crop & Create, LLCPhotographer/Owner 2011-2018 Captured subjects in professional-quality photographs. Managed multiple photoshoots and events including: Vidal Sassoon Memorial Tribute, NJ Fashion & Beauty Week, Mercedes Benz Fashion Week, Dan Marino Opening Doors Foundation.Artistic Home Remodeling, LLCBookkeeper 2003-2011 Provided accounting services which utilized QuickBooks contractor's edition. Conducted project management services on-site. Managed customer credit balance reports and payroll services. Issued reporting and audit services on a quarterly basis. Performed ad-hoc requests as needed.EDUCATION:Long Branch High School, Long Branch, New Jersey 1989Star Technical Institute, Travel & Tourism Lakewood, New Jersey 1990CERTIFICATIONS: NJ State life insurance exam passed Consumer Lender Certified Notary License NJ Realtor License H & R Block tax certificationLANGUAGE(S):Fluent in Spanish |
